Willing to be Different

Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

Our Approach

Most Recent Commentary

September 2024

Observations

August 2024 marked another month of gains for the major U.S. indices, with the S&P 500 rising 2.28%, securing its fourth consecutive monthly advance. Meanwhile, the Nasdaq Composite lagged, posting a modest gain of 0.65%, and small-cap stocks, as measured by the…

By: William “Billy” Little, Jr., CFA
September 3, 2024

Notes from the Trading Desk

Major U.S. equity indices finished out the month of August at or near all-time highs. The S&P 500 closed higher for a fourth-straight month despite starting August with a 6% decline in the first three trading days.

By: Jordan Watson, CFA
August 19, 2024

Notes from the Trading Desk

U.S. stocks recovered ground last week as the S&P 500 and Nasdaq broke a four-week losing streak and posted their best weekly performances since November 2023. The S&P 500 finished out the week on a seven-day winning streak and reclaimed its 50-day…

By: Jordan Watson, CFA

Pivotal Moments in Tandem History

1990

Founded at Tandem Farm in Charlottesville, VA

1991

Launched Large Cap Core Strategy

1999

Opened first Charleston, SC office at the People’s Building on Broad Street

2007

Launched Equity Strategy

2007

Headquarters relocated to Charleston, SC

2010

Launched Mid Cap Core Strategy

2013

Entered into first sub-advisory relationship

2018

Surpassed $500 Million in AUM

2020

Surpassed $1 Billion in AUM

2021

Surpassed $2 Billion in AUM

2023

Surpassed $3 Billion in AUM

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